Yes. As a fee-only Registered Investment Advisor, we are held to a fiduciary standard 100% of the time. Furthermore, Andrew holds both the CFA and CFP® designations, two of the two highest regarded credentials in finance, binding the firm to the strictest ethical standards in the industry.

We do not have a strict asset minimum; however, we have a minimum annual fee of $15,000 for ongoing wealth management. Because of this structure, our services provide the highest ROI for families and business owners with $3,000,000 to $5,000,000+ in investable assets.

Absolutely. We work with clients virtually across the country. Lever Wealth Management was purpose-built to cater to complex cases wherever they reside. (Though we’ll always make a deal: we'll visit you if you visit us in Evansville!).

We advise on all of your assets, including private businesses and outside real estate. However, the liquid funds are custodied at Charles Schwab, the largest public financial custodian in the United States.

If you have a pressing need and cannot afford our minimum fee, please use our contact form. We maintain a network of trusted professionals and will do our best to guide you to the right resource.